Search for Users

Search for any user in a client organization, active or inactive.
  1. Navigate to the Users page on the Configuration view.
  2. From the field filter drop down, select the search input type. You can select from the following types:
    • Name
    • Email
    • Username
  3. In the input text field, enter the information that pertaining to the field filter type.
  4. Click .
    Search results appear in a table under the search field. To clear the table, click Clear All. To select a user record, click the text in Name column. You can additionally click the text in the Email column to send the user an email using the default email application on your local machine.